Vishal Bajaj

Vishal Bajaj is a Director of Wealth at Client Associates, a leading private wealth management firm in India. Here are some key details about his background and role:

Professional Experience

Vishal currently serves as the Director of Wealth at Client Associates, where he utilizes his extensive financial expertise to provide strategic investment advice to clients.1 In this role, he focuses on expanding the firm's presence in new markets, including tier 2 cities like Guwahati in Northeast India.1

Educational Background

Vishal has a strong educational foundation in finance and business:

• Chartered Accountancy from The Institute of Chartered Accountants of India
• Company Secretaryship from the Institute of Company Secretaries of India
• Bachelor of Commerce (B.Com.) from St. Xavier's College
• Master of Business Administration (MBA) from Indian Institute of Management Bangalore, completed in 20233

Previous Experience

Prior to his current role, Vishal held several positions in the banking and financial sector:

• Investment Advisor at Client Associates
• Relationship Manager - SME Lending at HSBC
• Relationship Manager in Corporate Banking at HDFC Bank
• Corporate Linked Business role at ICICI Bank

Expertise and Skills

Vishal is known for his expertise in:

• Wealth management
• Financial advisory
• Corporate banking
• Strategic investment planning

His diverse professional background and strong educational qualifications make him a valuable asset in the fields of finance, accounting, banking, and investment advisory.2

Current Focus

At Client Associates, Vishal is actively involved in the firm's expansion into new markets, particularly in tier 2 cities. He plays a key role in establishing the company's presence in Guwahati, aiming to tap into the growing market of High-Net-Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) in the Northeastern region of India.1